Original filing (PDF)20250731140712NAL0008643952001

THE WALLACE FOUNDATION

Name: THE WALLACE FOUNDATION — THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE WALLACE FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE WALLACE FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.2M

Net assets (EOY)

$27.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WALLACE FOUNDATION.

Plan sponsor

Name

THE WALLACE FOUNDATION

EIN

13-6183757

Address

140 BROADWAY 49TH FLOOR · NEW YORK, NY · 100051105

Phone

(212) 251-9700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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